Create a Job for a New Customer

Once a Quote in QuoteWerks has been converted to an Order, it will appear in a list of Orders to convert into Jobs in SedonaOffice.  This Orders list is accessed by clicking the QuoteWerks button located on the Job Queue button toolbar in SedonaOffice.  Only SedonaOffice customers subscribing to the QuoteWerks integration and have the QuoteWerks application installed at their workstation will have the QuoteWerks button displayed.

To create a new Job from a QuoteWerks Order for a new SedonaOffice Customer, follow the steps listed below.

1.  From the Main Application Tree, navigate to the Job Management/Job Queue.

2.  The Open Job List will be displayed.  click the QuoteWerks button located on the Job button toolbar.

3.  The QuoteWerks Orders to Process List will be displayed.  Highlight the Order to convert to a Job then click the Create Job button located at the lower right of the form.

4. The QuoteWerks Order Confirmation form will be displayed; click the OK button at the lower right of the form.

5. The New Customer Setup form will be displayed on the Customer Information data entry form.  The name and address information automatically filled into this form was pulled from the information on the QuoteWerks form.  This is the customer Billing name and address information; if this information is not the correct you may modify any of the information.  Fill out this form according to your company policy and procedures.  When finished, click the Site Setup form tab.

6. The Site Setup form will be displayed.  The name and address information automatically filled into this form was pulled from the Ship To information in QuoteWerks.  If this information is not the correct site information the User may modify any of the information.  Fill out this form according to your company policy and procedures. 

When finished, click the Custom Fields (last tab) form tab.  If the Custom Fields tab is grayed-out, this indicates either your company is not using Custom Fields at this time or you do not have permissions to access this form. 

If your company is not using Custom Fields, click the Save button located at the lower right of the Site Setup form.

8. The Custom Fields form will be displayed.  This form is used to enter additional information related to the Customer.  Fill in the fields according to your company policy and procedures.  When finished, click the Save button located at the lower right of the form.
After clicking the Save button, a confirmation message will be displayed asking if you are ready to save the new customer; click the Yes button on this message form to proceed.